Transitioning Deals Between Seller and Disposition Stages in REI Podio CRM

Managing the transition between acquiring a deal from a seller and moving it to disposition (selling to an end buyer) is a critical step in real estate wholesaling. Inside REI Podio CRM, this transition must be handled seamlessly to prevent miscommunication, missed opportunities, and deal delays.

This article will cover:
✅ How to move a deal from Seller Leads to Transactions
✅ When to transition a deal to Disposition
✅ Best practices for tracking buyers & assignments

Once a seller has agreed to a contract, the lead needs to be converted into a transaction inside Podio.

1. Mark the lead as "Locked Up" inside the Seller Leads app.

2. Create a new entry inside the Transactions App and link it to the seller lead.

3. Enter key transaction details:

• Purchase Price

• Earnest Money Deposit (EMD)

• Title Company Handling the Closing

• Contract Start and End Dates

4. Assign the transaction to the Acquisitions or Transactions Manager.

🔹 Automation Tip: Set up a workflow to automatically create a transaction when a lead is marked as “Under Contract.”

Once the title process is moving forward, it's time to start marketing the deal to your buyers list.

1. Change the transaction status to "Marketing to Buyers" inside the Transactions App.

2. Upload property images, details, and a marketing description.

3. Send the deal to your Buyers List (via email, SMS, or your website).

4. Start tracking interested buyers and offers inside the Buyers App in Podio.

🔹 Automation Tip: Create a cold call campaign from Podio using smrtphone dialer to notify your VIP buyers when a deal is available.

Once you have an interested buyer, it’s time to move the deal into the closing phase.

1. Accept the best buyer offer and get an Assignment Agreement signed.

2. Update the transaction status to “Assigned”.

3. Collect non-refundable earnest money from the buyer.

4. Confirm the Title Company is ready for closing.

5. Notify the seller of the upcoming closing date.

🔹 Automation Tip: Set up Podio to trigger reminders for EMD collection and closing deadlines.

✅ Use clear deal stages in your CRM: (Locked Up → Marketing to Buyers → Assigned → Closing).
✅ Link all records in Podio (Seller Leads → Transactions → Disposition → Buyers).
✅ Set up automated status updates for your team and buyers.
✅ Track all offers and negotiations inside the CRM to avoid confusion.